Scenario 8: Per Unit with Cumulative Range When Enable Usage Indexing is Selected

When the Adjustment Type is % Markup

The customer is billed cumulatively based on the volume consumed for a product 'StarKit'. A price range is defined for each volume slab as per the following:

1 to 10 units = 5%
11 to 20 units = 10%
21 to 30 units= 15%
31+ units = 20%

Configuring PLI

Do the following steps to configure PLI:

The first step is to configure the PLI for the Starkit. Set following values for the given fields.

List Price=100

Price Type= Usage

Selling Frequency and Billing Frequency = Yearly

Price Method= Per Unit

Price UOM= Each
To enable a user to modify the usage tier, select Is Usage Tier Modifiable.

Applying Price Matrix

Do the following steps to apply price matrix:

From the Price List Item tabs, open the Matrices tab and click New to add a new Price Matrix.
Select Matrix Type as Dimension.

On the Detail page, Dimension1 as Quantity and Dimension1 Value Type as Cumulative Range.
Select Enable Usage Indexing.

Go to Matrix Detail and list the entries as


Sequence	Quantity	Adjustment Amount	Adjustment Type	Final Amount
1	10	5	% Markup	105
2	20	10	% Markup	110
3	30	15	% Markup	115
4	999999	20	% Markup	120

Note:

When you specify the Adjustment Type as % Markup, Billing increases the List Price by the percentage of the Adjustment Amount in the price matrix.

The tiered pricing for this product is inherited from the Price Matrix. After defining the tiered rates, click Save. The PLI configuration for a Usage product is complete.

Note:
A usage product is always billed in Arrears. It is recommended that you set the Billing Rule to Bill In Arrears.

Create an order with this usage-based product. The product which is now an activated asset will have a Usage and a Billing Schedule generated automatically. Next, you should provide a Usage Input to record the usage quantity consumed within a specific duration.

Processing the Usage Inputs

To process the usage inputs, navigate to Usage Inputs object.

Enter the Asset Number. This asset number must match with the corresponding asset number that you have specified in the Asset Line Item Detail page.
Enter a Usage Date that corresponds with the Billing Schedule.
Enter the Product UOM. This value should match the value provided on the Product PLI.
Ensure that Status is Loaded.
Enter the Quantity and click Save.

After saving the input, click Process Usage Input to process the amount against the entered quantity.

When the usage is processed successfully, the Status will change to Rated and you will see the amount under Rated Amount. For example:


Usage Input	Quantity	Usage Date	Rated Amount ($)	Selling Frequency	Billing Frequency	Description
1	5	02/01/2021	525	SF1	BF1	In this usage input, the quantity consumed is 5, which falls under the first price tier. The rated amount is: 525=(5*105)
2	20	06/25/2021	2200	SF1	BF1	In this usage input, the total quantity consumed thus far is 25 (5+20), which falls under the first, second, and third price tiers. Because it is a cumulative range, the rated amount is the total of the first, second, and third price tiers' amount: 2200=((5105)+(10110)+(5*115))
3	15	12/19/2021	1775	SF1	BF1	In this usage input, the total quantity consumed thus far is 40 (5+20+15), which falls under the third and fourth price tiers. Because it is a cumulative range, the rated amount is the total of the third and fourth price tiers' amount: 1775=((5115)+(10120))

In this example, Enable Usage Indexing is True, Dimension1 Value Type as Cumulative Range, and Selling Frequency and Billing Frequency = Yearly.
Because the Billing Frequency = Yearly, the billing schedule fee amount is $ 4500 (525+2200+1775).

When the Adjustment Type is Markup Amount

The customer is billed cumulatively based on the volume consumed for a product 'StarKit'. A price range is defined for each volume slab as per the following:

1 to 10 units = $10
11 to 20 units = $20
21 to 30 units= $30
31+ units = $40

Configuring PLI

Do the following steps to configure PLI:

The first step is to configure the PLI for the Starkit. Set following values for the given fields.

List Price=100

Price Type= Usage

Selling Frequency and Billing Frequency = Yearly

Price Method= Per Unit

Price UOM= Each
To enable a user to modify the usage tier, select Is Usage Tier Modifiable.

Applying Price Matrix

Do the following steps to apply price matrix:

From the Price List Item tabs, open the Matrices tab and click New to add a new Price Matrix.
Select Matrix Type as Dimension.

On the Detail page, Dimension1 as Quantity and Dimension1 Value Type as Cumulative Range.
Select Enable Usage Indexing.

Go to Matrix Detail and list the entries as


Sequence	Quantity	Adjustment Amount	Adjustment Type	Final Amount
1	10	10	Markup Amount	110
2	20	20	Markup Amount	120
3	30	30	Markup Amount	130
4	999999	40	Markup Amount	140

Note:

When you specify the Adjustment Type as Markup Amount, Billing increases the List Price by the Adjustment Amount in the price matrix.

The tiered pricing for this product is inherited from the Price Matrix. After defining the tiered rates, click Save. The PLI configuration for a Usage product is complete.

Note:
A usage product is always billed in Arrears. It is recommended that you set the Billing Rule to Bill In Arrears.

Create an order with this usage-based product. The product which is now an activated asset will have a Usage and a Billing Schedule generated automatically. Next, you should provide a Usage Input to record the usage quantity consumed within a specific duration.

Processing the Usage Inputs

To process the usage inputs, navigate to Usage Inputs object.

Enter the Asset Number. This asset number must match with the corresponding asset number that you have specified in the Asset Line Item Detail page.
Enter a Usage Date that corresponds with the Billing Schedule.
Enter the Product UOM. This value should match the value provided on the Product PLI.
Ensure that Status is Loaded.
Enter the Quantity and click Save.

After saving the input, click Process Usage Input to process the amount against the entered quantity.

When the usage is processed successfully, the Status will change to Rated and you will see the amount under Rated Amount. For example:


Usage Input	Quantity	Usage Date	Rated Amount ($)	Selling Frequency	Billing Frequency	Description
1	5	02/01/2021	550	SF1	BF1	In this usage input, the quantity consumed is 5, which falls under the first price tier. The rated amount is: 550=(5*110)
2	20	06/25/2021	2400	SF1	BF1	In this usage input, the total quantity consumed thus far is 25 (5+20), which falls under the first, second, and third price tiers. Because it is a cumulative range, the rated amount is the total of the first, second, and third price tiers' amount: 2400=((5110)+(10120)+(5*130))
3	15	12/19/2021	2050	SF1	BF1	In this usage input, the total quantity consumed thus far is 40 (5+20+15), which falls under the third and fourth price tiers. Because it is a cumulative range, the rated amount is the total of the third and fourth price tiers' amount: 2050=((5130)+(10140))

In this example, Enable Usage Indexing is True, Dimension1 Value Type as Cumulative Range, and Selling Frequency and Billing Frequency = Yearly.
Because the Billing Frequency = Yearly, the billing schedule fee amount is $ 5000 (550+2400+2050).

When the Adjustment Type is Percentage Discount

The customer is billed cumulatively based on the volume consumed for a product 'StarKit'. A price range is defined for each volume slab as per the following:

1 to 10 units = 5%
11 to 20 units = 10%
21 to 30 units= 15%
31+ units = 20%

Configuring PLI

Do the following steps to configure PLI:

The first step is to configure the PLI for the Starkit. Set following values for the given fields.

List Price=100

Price Type= Usage

Selling Frequency and Billing Frequency = Yearly

Price Method= Per Unit

Price UOM= Each
To enable a user to modify the usage tier, select Is Usage Tier Modifiable.

Applying Price Matrix

Do the following steps to apply price matrix:

From the Price List Item tabs, open the Matrices tab and click New to add a new Price Matrix.
Select Matrix Type as Dimension.

On the Detail page, Dimension1 as Quantity and Dimension1 Value Type as Cumulative Range.
Select Enable Usage Indexing.

Go to Matrix Detail and list the entries as


Sequence	Quantity	Adjustment Amount	Adjustment Type	Final Amount
1	10	5	% Discount	95
2	20	10	% Discount	90
3	30	15	% Discount	85
4	999999	20	% Discount	80

Note:

When you specify the Adjustment Type as % Discount, Billing decreases the List Price by the percentage of the Adjustment Amount in the price matrix.

The tiered pricing for this product is inherited from the Price Matrix. After defining the tiered rates, click Save. The PLI configuration for a Usage product is complete.

Note:
A usage product is always billed in Arrears. It is recommended that you set the Billing Rule to Bill In Arrears.

Create an order with this usage-based product. The product which is now an activated asset will have a Usage and a Billing Schedule generated automatically. Next, you should provide a Usage Input to record the usage quantity consumed within a specific duration.

Processing the Usage Inputs

To process the usage inputs, navigate to Usage Inputs object.

Enter the Asset Number. This asset number must match with the corresponding asset number that you have specified in the Asset Line Item Detail page.
Enter a Usage Date that corresponds with the Billing Schedule.
Enter the Product UOM. This value should match the value provided on the Product PLI.
Ensure that Status is Loaded.
Enter the Quantity and click Save.

After saving the input, click Process Usage Input to process the amount against the entered quantity.

When the usage is processed successfully, the Status will change to Rated and you will see the amount under Rated Amount. For example:


Usage Input	Quantity	Usage Date	Rated Amount ($)	Selling Frequency	Billing Frequency	Description
1	5	02/01/2021	475	SF1	BF1	In this usage input, the quantity consumed is 5, which falls under the first price tier. The rated amount is: 475=(5*95)
2	20	06/25/2021	1800	SF1	BF1	In this usage input, the total quantity consumed thus far is 25 (5+20), which falls under the first, second, and third price tiers. Because it is a cumulative range, the rated amount is the total of the first, second, and third price tiers' amount: 1800=((595)+(1090)+(5*85))
3	15	12/19/2021	1225	SF1	BF1	In this usage input, the total quantity consumed thus far is 40 (5+20+15), which falls under the third and fourth price tiers. Because it is a cumulative range, the rated amount is the total of the third and fourth price tiers' amount: 1225=((585)+(1080))

In this example, Enable Usage Indexing is True, Dimension1Value Type as Cumulative Range, and Selling Frequency and Billing Frequency = Yearly.
Because the Billing Frequency = Yearly, the billing schedule fee amount is $ 3500 (475+1800+1225).

When the Adjustment Type is Discount Amount

The customer is billed cumulatively based on the volume consumed for a product 'StarKit'. A price range is defined for each volume slab as per the following:

1 to 10 units = $10
11 to 20 units = $20
21 to 30 units= $30
31+ units = $40

Configuring PLI

Do the following steps to configure PLI:

The first step is to configure the PLI for the Starkit. Set following values for the given fields.

List Price=100

Price Type= Usage

Selling Frequency and Billing Frequency = Yearly

Price Method= Per Unit

Price UOM= Each
To enable a user to modify the usage tier, select Is Usage Tier Modifiable.

Applying Price Matrix

Do the following steps to apply price matrix:

From the Price List Item tabs, open the Matrices tab and click New to add a new Price Matrix.
Select Matrix Type as Dimension.

On the Detail page, Dimension1 as Quantity and Dimension1 Value Type as Cumulative Range.
Select Enable Usage Indexing.

Go to Matrix Detail and list the entries as


Sequence	Quantity	Adjustment Amount	Adjustment Type	Final Amount
1	10	10	Discount Amount	90
2	20	20	Discount Amount	80
3	30	30	Discount Amount	70
4	999999	40	Discount Amount	60

Note:

When you specify the Adjustment Type as Discount Amount, Billing decreases the List Price by the Adjustment Amount in the price matrix.

The tiered pricing for this product is inherited from the Price Matrix. After defining the tiered rates, click Save. The PLI configuration for a Usage product is complete.

Note:
A usage product is always billed in Arrears. It is recommended that you set the Billing Rule to Bill In Arrears.

Create an order with this usage-based product. The product which is now an activated asset will have a Usage and a Billing Schedule generated automatically. Next, you should provide a Usage Input to record the usage quantity consumed within a specific duration.

Processing the Usage Inputs

To process the usage inputs, navigate to Usage Inputs object.

Enter the Asset Number. This asset number must match with the corresponding asset number that you have specified in the Asset Line Item Detail page.
Enter a Usage Date that corresponds with the Billing Schedule.
Enter the Product UOM. This value should match the value provided on the Product PLI.
Ensure that Status is Loaded.
Enter the Quantity and click Save.

After saving the input, click Process Usage Input to process the amount against the entered quantity.

When the usage is processed successfully, the Status will change to Rated and you will see the amount under Rated Amount. For example:


Usage Input	Quantity	Usage Date	Rated Amount ($)	Selling Frequency	Billing Frequency	Description
1	5	02/01/2021	450	SF1	BF1	In this usage input, the quantity consumed is 5, which falls under the first price tier. The rated amount is: 450=(5*90)
2	20	06/25/2021	1600	SF1	BF1	In this usage input, the total quantity consumed thus far is 25 (5+20), which falls under the first, second, and third price tiers. Because it is a cumulative range, the rated amount is the total of the first, second, and third price tiers' amount: 1600=((590)+(1080)+(5*70))
3	15	12/19/2021	950	SF1	BF1	In this usage input, the total quantity consumed thus far is 40 (5+20+15), which falls under the third and fourth price tiers. Because it is a cumulative range, the rated amount is the total of the third and fourth price tiers' amount: 950=((570)+(1060))

In this example, Enable Usage Indexing is True, Dimension1 Value Type as Cumulative Range, and Selling Frequency and Billing Frequency = Yearly.
Because the Billing Frequency = Yearly, the billing schedule fee amount is $ 3000 (450+1600+950).

When the Adjustment Type is List Price Override

The customer is billed cumulatively based on the volume consumed for a product 'StarKit'. A price range is defined for each volume slab as per the following:

1 to 10 units = $120
11 to 20 units = $150
21 to 30 units= $275
31+ units = $500

Configuring PLI

Do the following steps to configure PLI:

The first step is to configure the PLI for the Starkit. Set following values for the given fields.

List Price= $100

Price Type= Usage

Selling Frequency and Billing Frequency = Yearly

Price Method= Per Unit

Price UOM= Each
To enable a user to modify the usage tier, select Is Usage Tier Modifiable.

Applying Price Matrix

Do the following steps to apply price matrix:

From the Price List Item tabs, open the Matrices tab and click New to add a new Price Matrix.
Select Matrix Type as Dimension.On the Detail page, Dimension1 as Quantity and Dimension1Value Type as Cumulative Range.
Select Enable Usage Indexing.

Go to Matrix Detail and list the entries as


Sequence	Quantity	Adjustment Amount	Adjustment Type	Final Amount
1	10	120	List Price Override	120
2	20	150	List Price Override	150
3	30	275	List Price Override	275
4	999999	500	List Price Override	500

Note: When you specify the Adjustment Type as List Price Override, Billing overrides the List Price with the Adjustment Amount in the price matrix because Billing does not take List Price into consideration.

The tiered pricing for this product is inherited from the Price Matrix. After defining the tiered rates, click Save. The PLI configuration for a Usage product is complete.

Note: A usage product is always billed in Arrears. It is recommended that you set the Billing Rule to Bill In Arrears.

Create an order with this usage-based product. The product which is now an activated asset will have a Usage and a Billing Schedule generated automatically. Next, you should provide a Usage Input to record the usage quantity consumed within a specific duration.

Processing the Usage Inputs

To process the usage inputs, navigate to Usage Inputs object.

Enter the Asset Number. This asset number must match with the corresponding asset number that you have specified in the Asset Line Item Detail page.
Enter a Usage Date that corresponds with the Billing Schedule.
Enter the Product UOM. This value should match the value provided on the Product PLI.
Ensure that Status is Loaded.
Enter the Quantity and click Save.

After saving the input, click Process Usage Input to process the amount against the entered quantity.When the usage is processed successfully, the Status will change to Rated and you will see the amount under Rated Amount. For example:


Usage Input	Quantity	Usage Date	Rated Amount ($)	Selling Frequency	Billing Frequency	Description
1	5	02/01/2021	600	SF1	BF1	In this usage input, the quantity consumed is 5, which falls under the first price tier. The rated amount is: 600=(5*120)
2	20	06/25/2021	3475	SF1	BF1	In this usage input, the total quantity consumed thus far is 25 (5+20), which falls under the first, second, and third price tiers. Because it is a cumulative range, the rated amount is the total of the first, second, and third price tiers' amount: 3475=((5120)+(10150)+(5*275))
3	15	12/19/2021	6375	SF1	BF1	In this usage input, the total quantity consumed thus far is 40 (5+20+15), which falls under the third and fourth price tiers. Because it is a cumulative range, the rated amount is the total of the third and fourth price tiers' amount: 6375=((5275)+(10500))

In this example, Enable Usage Indexing is True, Dimension1Value Type as Cumulative Range, and Selling Frequency and Billing Frequency = Yearly.
Because the Billing Frequency = Yearly, the billing schedule fee amount is $ 10450 (600+3475+6375).

When the Adjustment Type is Tier Price

The customer is billed cumulatively based on the volume consumed for a product 'StarKit'. A price range is defined for each volume slab as per the following:

1 to 10 units = $120
11 to 20 units = $150
21 to 30 units= $275
31+ units = $500

Configuring PLI

Do the following steps to configure PLI:

The first step is to configure the PLI for the Starkit. Set following values for the given fields.

List Price=100

Price Type= Usage

Selling Frequency and Billing Frequency = Yearly

Price Method= Per Unit

Price UOM= Each
To enable a user to modify the usage tier, select Is Usage Tier Modifiable.

Applying Price Matrix

Do the following steps to apply price matrix:

From the Price List Item tabs, open the Matrices tab and click New to add a new Price Matrix.
Select Matrix Type as Dimension.On the Detail page, Dimension1 as Quantity and Dimension1Value Type as Cumulative Range.
Select Enable Usage Indexing.

Go to Matrix Detail and list the entries as


Sequence	Quantity	Adjustment Amount	Adjustment Type
1	10	120	Tier Price
2	20	150	Tier Price
3	30	275	Tier Price
4	999999	500	Tier Price

Note: When you specify the Adjustment Type as Tier Price, Billing considers the Adjustment Amount in the price matrix as the flat price.

The tiered pricing for this product is inherited from the Price Matrix. After defining the tiered rates, click Save. The PLI configuration for a Usage product is complete.

Note: A usage product is always billed in Arrears. It is recommended that you set the Billing Rule to Bill In Arrears.

Create an order with this usage-based product. The product which is now an activated asset will have a Usage and a Billing Schedule generated automatically. Next, you should provide a Usage Input to record the usage quantity consumed within a specific duration.

Processing the Usage Inputs

To process the usage inputs, navigate to Usage Inputs object.

Enter the Asset Number. This asset number must match with the corresponding asset number that you have specified in the Asset Line Item Detail page.
Enter a Usage Date that corresponds with the Billing Schedule.
Enter the Product UOM. This value should match the value provided on the Product PLI.
Ensure that Status is Loaded.
Enter the Quantity and click Save.


Usage Input	Quantity	Usage Date	Rated Amount ($)	Selling Frequency	Billing Frequency	Description
1	5	02/01/2021	120	SF1	BF1	In this usage input, the quantity consumed is 5, which falls under the first price tier. The rated amount is: 120
2	20	06/25/2021	425	SF1	BF1	In this usage input, the total quantity consumed thus far is 25 (5+20), which falls under the first, second, and third price tiers. Because it is a cumulative range, the rated amount is the total of the first, second, and third price tiers' amount: 425=(0+150+275)
3	15	12/19/2021	500	SF1	BF1	In this usage input, the total quantity consumed thus far is 40 (5+20+15), which falls under the third and fourth price tiers. Because it is a cumulative range, the rated amount is the total of the third and fourth price tiers' amount: 500=(0+500)

In this example, Enable Usage Indexing is True, Dimension1Value Type as Cumulative Range, and Selling Frequency and Billing Frequency = Yearly.
Because the Billing Frequency = Yearly, the billing schedule fee amount is $ 1045 (120+425+500).

When the Adjustment Type is Price Factor

The customer is billed cumulatively based on the volume consumed for a product 'StarKit'. A price range is defined for each volume slab as per the following:

1 to 10 units = $120
11 to 20 units = $150
21 to 30 units= $275
31+ units = $500

Configuring PLI

Do the following steps to configure PLI:

The first step is to configure the PLI for the Starkit. Set following values for the given fields.

List Price=100

Price Type= Usage

Selling Frequency and Billing Frequency = Yearly

Price Method= Per Unit

Price UOM= Each
To enable a user to modify the usage tier, select Is Usage Tier Modifiable.

Applying Price Matrix

Do the following steps to apply price matrix:

From the Price List Item tabs, open the Matrices tab and click New to add a new Price Matrix.
Select Matrix Type as Dimension.On the Detail page, Dimension1 as Quantity and Dimension1Value Type as Cumulative Range.
Select Enable Usage Indexing.

Go to Matrix Detail and list the entries as


Sequence	Quantity	Adjustment Amount	Adjustment Type
1	10	120	Price Factor
2	20	150	Price Factor
3	30	275	Price Factor
4	999999	500	Price Factor

Tip: When you specify the Adjustment Type as Price Factor, Billing multiplies the List Price with Quantity and does not consider Adjustment Amount in the price matrix.

The tiered pricing for this product is inherited from the Price Matrix. After defining the tiered rates, click Save. The PLI configuration for a Usage product is complete.

Tip: A usage product is always billed in Arrears. It is recommended that you set the Billing Rule to Bill In Arrears.

Create an order with this usage-based product. The product which is now an activated asset will have a Usage and a Billing Schedule generated automatically. Next, you should provide a Usage Input to record the usage quantity consumed within a specific duration.

Processing the Usage Inputs

To process the usage inputs, navigate to Usage Inputs object.

Enter the Asset Number. This asset number must match with the corresponding asset number that you have specified in the Asset Line Item Detail page.
Enter a Usage Date that corresponds with the Billing Schedule.
Enter the Product UOM. This value should match the value provided on the Product PLI.
Ensure that Status is Loaded.
Enter the Quantity and click Save.


Usage Input	Quantity	Usage Date	Rated Amount ($)	Selling Frequency	Billing Frequency	Description
1	5	02/01/2021	500	SF1	BF1	In this usage input, the quantity consumed is 5. Price tier in the price matrix does not play a role here. Billing performs a flat calculation by multiplying the List Price with Quantity. 500=(5*100)
2	20	06/25/2021	2000	SF1	BF1	In this usage input, the quantity consumed is 20. Though Usage Indexing is enabled, price tier in the price matrix does not play a role here. Billing performs a flat calculation by multiplying the List Price with Quantity. 2000=(20*100)
3	15	12/19/2021	1500	SF1	BF1	In this usage input, the quantity consumed is 15. Though Usage Indexing is enabled, price tier in the price matrix does not play a role here. Billing performs a flat calculation by multiplying the List Price with Quantity. 1500=(15*100)

In this example, Enable Usage Indexing is True, Dimension1Value Type as Cumulative Range, and Selling Frequency and Billing Frequency = Yearly.
Because the Billing Frequency = Yearly, the billing schedule fee amount is $ 4000 (500+2000+1500).

When the Selling Frequency is Greater than Billing Frequency and Adjustment Type is Percentage Markup

The customer is billed cumulatively based on the volume consumed for a product 'StarKit'. A price range is defined for each volume slab as per the following:

1 to 10 units = 10%
11 to 20 units = 20%
21 to 30 units = 30%
31to 40 units = 40%
41+ units = 50%

Configuring PLI

Do the following steps to configure PLI:

The first step is to configure the PLI for the Starkit. Set following values for the given fields.

List Price=100

Price Type= Usage

Selling Frequency = Half Yearly and Billing Frequency = Quarterly

Price Method= Per Unit

Price UOM= Each
To enable a user to modify the usage tier, select Is Usage Tier Modifiable.

Applying Price Matrix

Do the following steps to apply price matrix:

From the Price List Item tabs, open the Matrices tab and click New to add a new Price Matrix.
Select Matrix Type as Dimension.On the Detail page, Dimension1 as Quantity and Dimension1Value Type as Cumulative Range.
Select Enable Usage Indexing.

Go to Matrix Detail and list the entries as


Sequence	Quantity	Adjustment Amount	Adjustment Type	Final Amount
1	10	10	% Markup	110
2	20	20	% Markup	120
3	30	30	% Markup	130
4	40	40	% Markup	140
5	999999	50	% Markup	150

Tip: When you specify the Adjustment Type as % Discount, Billing decreases the List Price by the percentage of the Adjustment Amount in the price matrix.

The tiered pricing for this product is inherited from the Price Matrix. After defining the tiered rates, click Save. The PLI configuration for a Usage product is complete.

Note: A usage product is always billed in Arrears. It is recommended that you set the Billing Rule to Bill In Arrears.

Create an order with this usage-based product. The product which is now an activated asset will have a Usage and a Billing Schedule generated automatically. Next, you should provide a Usage Input to record the usage quantity consumed within a specific duration.

Processing the Usage Inputs

To process the usage inputs, navigate to Usage Inputs object.

Enter the Asset Number. This asset number must match with the corresponding asset number that you have specified in the Asset Line Item Detail page.
Enter a Usage Date that corresponds with the Billing Schedule.
Enter the Product UOM. This value should match the value provided on the Product PLI.
Ensure that Status is Loaded.
Enter the Quantity and click Save.

In this example:

Enable Usage Indexing is True, Dimension1Value Type as Cumulative Range, Selling Frequency = Half Yearly, and Billing Frequency = Quarterly.
Selling Frequency 1 (SF1) is from 01/01/2021 to 06/30/2021.
Selling Frequency 2 (SF2) is from 07/01/2021 to 12/31/2021.
Billing Day of the Month in Billing Preference is set to 1st of the Month.
Billing Frequency 1 (BF1) is from 01/01/2021 to 03/31/2021.
Billing Frequency 2 (BF2) is from 04/01/2021 to 06/30/2021.
Billing Frequency 3 (BF3) is from 07/01/2021 to 09/30/2021.
Billing Frequency 4 (BF4) is from 10/01/2021 to 12/31/2021.
Usage inputs honour the selling frequency periods, that is, the rated amount calculation happens based on the selling frequency.
Cumulation of rated amount happens for common billing frequency periods, that is, if two usage inputs fall under the same billing frequency, their rated amounts will be cumulated into one billing schedule fee amount.


Usage Input	Quantity	Usage Date	Rated Amount ($)	Selling Frequency	Billing Frequency	Description
1	37	02/01/2021	4580	SF1	BF1	This usage input is part of SF1 and the quantity consumed is 37, which falls under four price tiers. Because it is a cumulative range, the rated amount is the total of first, second, third, and fourth cumulative price tiers' amount. 4580=((10110)+(10120)+(10130)+(7140))
2	2	08/31/2021	220	SF2	BF3	This usage input is part of SF2 and the quantity consumed is 2, which falls under the first price tier. Because it is a cumulative range, the rated amount is: 220=(2*110)
3	15	05/02/2021	2220	SF1	BF2	This usage input is part of SF1 and the total quantity consumed thus far is 52(37+15), which falls under the fourth and fifth price tiers. Because it is a cumulative range, the rated amount is the total of fourth and fifth cumulative price tiers' amount. 2220=((3140)+(12150))
4	28	03/30/2021	4200	SF1	BF1	This usage input is part of SF1 and the total quantity consumed thus far is 80(37+15+28), which falls under the fifth price tier. Because it is a cumulative range, the rated amount is the total of fifth price tier's amount. 4200=(28*150) Because the Billing Frequency = Quarterly, the billing schedule fee amount for BF1 is the total amount of Usage Input 1 and Usage Input 4. 4580+4200=8780
5	4	11/01/2021	440	SF2	BF4	This usage input is part of SF2 and the total quantity consumed thus far is 6 (2+4), which falls under the first price tier. Because it is a cumulative range, the rated amount is. 440=(4*110)
6	9	07/30/2021	1040	SF2	BF3	This usage input is part of SF2 and the total quantity consumed thus far is 15 (2+4+9), which falls under the first and second price tiers. Because it is a cumulative range, the rated amount is the total of first and second cumulative price tiers' amount. 1040=((4110)+(5120)) Because the Billing Frequency = Quarterly, the billing schedule fee amount for BF3 is the total amount of Usage Input 2 and Usage Input 6. 220+1040=1260

In case, Billing Day of the Month in Billing Preference is set to 15th day of the month, the selling frequency period calculation honours the Billing Day of the Month. In that case, the billing frequency distribution will be different.

When the Selling Frequency Is Less than Billing Frequency and Adjustment Type is Percentage Discount

The customer is billed cumulatively based on the volume consumed for a product 'StarKit'. A price range is defined for each volume slab as per the following:

1 to 10 units = 10%
11 to 20 units = 20%
21 to 30 units = 30%
31to 40 units = 40%
41+ units = 50%

Configuring PLI

Do the following steps to configure PLI:

The first step is to configure the PLI for the Starkit. Set following values for the given fields.

List Price=100

Price Type= Usage

Selling Frequency = Half Yearly and Billing Frequency = Yearly

Price Method= Per Unit

Price UOM= Each
To enable a user to modify the usage tier, select Is Usage Tier Modifiable.

Applying Price Matrix

Do the following steps to apply price matrix:

From the Price List Item tabs, open the Matrices tab and click New to add a new Price Matrix.
Select Matrix Type as Dimension.On the Detail page, Dimension1 as Quantity and Dimension1Value Type as Cumulative Range.
Select Enable Usage Indexing.

Go to Matrix Detail and list the entries as


Sequence	Quantity	Adjustment Amount	Adjustment Type	Final Amount
1	10	10	% Discount	90
2	20	20	% Discount	80
3	30	30	% Discount	70
4	40	40	% Discount	60
5	999999	50	% Discount	50

Tip: When you specify the Adjustment Type as % Discount, Billing decreases the List Price by the percentage of the Adjustment Amount in the price matrix.

The tiered pricing for this product is inherited from the Price Matrix. After defining the tiered rates, click Save. The PLI configuration for a Usage product is complete.

Tip: A usage product is always billed in Arrears. It is recommended that you set the Billing Rule to Bill In Arrears.

Create an order with this usage-based product. The product which is now an activated asset will have a Usage and a Billing Schedule generated automatically. Next, you should provide a Usage Input to record the usage quantity consumed within a specific duration.

Processing the Usage Inputs

To process the usage inputs, navigate to Usage Inputs object.

Enter the Asset Number. This asset number must match with the corresponding asset number that you have specified in the Asset Line Item Detail page.
Enter a Usage Date that corresponds with the Billing Schedule.
Enter the Product UOM. This value should match the value provided on the Product PLI.
Ensure that Status is Loaded.
Enter the Quantity and click Save.

In this example:

Enable Usage Indexing is True, Dimension1Value Type as Cumulative Range, Selling Frequency = Half Yearly, and Billing Frequency = Yearly.
Selling Frequency 1 (SF1) is from 01/01/2021 to 06/30/2021.
Selling Frequency 2 (SF2) is from 07/01/2021 to 12/31/2021.
Billing Day of the Month in Billing Preference is set to 1st of the Month.
Usage inputs honour the selling frequency periods, that is, the rated amount calculation happens based on the selling frequency.


Usage Input	Quantity	Usage Date	Rated Amount ($)	Selling Frequency	Billing Frequency	Description
1	7	02/01/2021	630	SF1	BF1	This usage input is part of SF1. The quantity consumed is 5, which falls under the first price tier. The rated amount is: 630=(7*90)
2	2	01/01/2021	180	SF1	BF1	This usage input is part of SF1. The total quantity consumed thus far is 9(7+2), which falls under the first price tier. Because it is a cumulative range, the rated amount is: 180=(2*90)
3	15	03/02/2021	1170	SF1	BF1	This usage input is part of SF1. The total quantity consumed thus far is 24(7+2+15), which falls under the first, second, and third price tiers. Because it is a cumulative range, the rated amount is the total of first, second, and third cumulative price tiers' amount. 1170=((190)+(1080)+(4*70))
4	28	12/31/2021	2260	SF2	BF1	This usage input is part of SF2. The quantity consumed thus far is 28, which falls under three price tiers. Because it is a cumulative range, the rated amount is the total of first, second, and third cumulative price tiers' amount. 2260=((1090)+(1080)+(8*70))
5	4	07/01/2021	260	SF2	BF1	This usage input is part of SF2. The total quantity consumed thus far is 32(28+4), which falls under the third and fourth price tiers. Because it is a cumulative range, the rated amount is the total of third and fourth cumulative price tiers' amount. 260=((270)+(260))
6	9	06/30/2021	600	SF1	BF1	This usage input is part of SF1. The total quantity consumed thus far is 33(7+2+15+9), which falls under the third, and fourth price tiers. Because it is a cumulative range, the rated amount is the total of third and fourth cumulative price tiers' amount. 600=((670)+(360))

Because the Billing Frequency = Yearly, the billing schedule fee amount is $ 5100 (630+180+1170+2260+260+600).
In case, Billing Day of the Month in Billing Preference is set to 15th day of the month, the selling frequency period calculation honours the Billing Day of the Month. In that case, the billing frequency distribution will be different.

Conga Product Documentation

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Scenario 8: Per Unit with Cumulative Range When Enable Usage Indexing is Selected

When the Adjustment Type is % Markup

Configuring PLI

Applying Price Matrix

Processing the Usage Inputs

When the Adjustment Type is Markup Amount

Configuring PLI

Applying Price Matrix

Processing the Usage Inputs

When the Adjustment Type is Percentage Discount

Configuring PLI

Applying Price Matrix

Processing the Usage Inputs

When the Adjustment Type is Discount Amount

Configuring PLI

Applying Price Matrix

Processing the Usage Inputs

When the Adjustment Type is List Price Override

Configuring PLI

Applying Price Matrix

Processing the Usage Inputs

When the Adjustment Type is Tier Price

Configuring PLI

Applying Price Matrix

Processing the Usage Inputs

When the Adjustment Type is Price Factor

Configuring PLI

Applying Price Matrix

Processing the Usage Inputs

When the Selling Frequency is Greater than Billing Frequency and Adjustment Type is Percentage Markup

Configuring PLI

Applying Price Matrix

Processing the Usage Inputs

When the Selling Frequency Is Less than Billing Frequency and Adjustment Type is Percentage Discount

Configuring PLI

Applying Price Matrix

Processing the Usage Inputs

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